Companies
Creative pension models for entrepreneurs and their managers who like taking their own decisions: You can tailor your management pension plan to your own requirements with our flexible and return-oriented investment solutions.
Our pension solutions are based on the rules of private banking. With our solutions you can manage and accumulate your retirement assets in a value-added individual way.
We are looking forward to talking to you.
Personal advice
We are here for you. We provide a personal retirement coach to work with you through all your future provisions, taxation and investment issues.
Personal responsibility
You are the owner of your pension assets. You benefit personally from the growth of your assets.
Freedom
“As individual as possible” is our motto. You choose the investment strategy and the bank that suit you best.
Practical tipps
Plan emigration properly
Private pension provision
Customised insurance cover
Management pension provision
An ordinance and its consequences: the background to the new PensUnit collective foundation
Management
Rafael Loetscher
Partner, CEO
Mark Huber
Partner, Member of EB, Head of Branches Switzerland
Fabio Preite
Partner, Member of EB, Head Administration and Foundations